Meet the Nino team

We build AI software that helps you understand your money and plan ahead. Our human CPA and CFP team provides financial planning and tax services for people who want that help, too.

Your whole financial life, coordinated

A stock sale can change your tax bill, your cash reserves and your retirement plan. Those decisions are harder when each account and document lives in a different place.

Nino brings your accounts and financial records together so you can ask questions and explore decisions with AI. Use the software on its own, or add our human team to build your financial plan, handle your taxes, and help you follow through.

Nino was built by the team behind CoinTracker. We are applying that experience with financial data to the decisions people face beyond crypto taxes.

What we believe

The principles that shape how we work with your money.

Start with the facts

Useful answers depend on the accounts, documents and assumptions behind them. Make those inputs visible and check what is missing.

Keep the household in view

Consider the effects across taxes, investments, cash and future spending, rather than treating each account as a separate decision.

Choose the help you need

Use the AI software on your own. Add financial and tax services when you want a human CPA and CFP team to build your plan and help carry it out.

Price the service clearly

Software uses a monthly subscription. Advisor Plans use a quoted flat fee based on scope and complexity, rather than a percentage of assets.

Meet the Nino team

Your whole financial life, coordinated

What we believe

Start with the facts

Keep the household in view

Choose the help you need

Price the service clearly

Everyone building Nino

Jon Lerner

Kenan Mesic

Vera Tzoneva

Shehan Chandrasekera, CPA

Warren Wu, CPA

Levi Larsen, CFP

Garrett Cahill

Vicki Chen

Anusha Chillara

Dylan Melotik

Leo Antelyes

Julian Jacobs

CoinTracker’s investors